Forvis Mazars Wealth Advisors’s Vanguard Core Bond ETF VCRB Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio VCRB Stock Details VCRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$159M	Buy	2,051,110 +337,584	+20%	+$26.3M	3.01%	4
2025 Q4	$133M	Buy	1,713,526 +401,946	+31%	+$31.5M	2.52%	7
2025 Q3	$103M	Buy	1,311,580 +483,135	+58%	+$37.5M	2.04%	9
2025 Q2	$64.3M	Buy	828,445 +343,599	+71%	+$26.3M	1.39%	11
2025 Q1	$37.5M	Buy	484,846 +309,049	+176%	+$23.6M	0.9%	19
2024 Q4	$13.3M	Buy	175,797 +112,974	+180%	+$8.72M	0.31%	48
2024 Q3	$4.97M	Buy	62,823 +54,724	+676%	+$4.27M	0.11%	93
2024 Q2	$616K	Buy	+8,099	New	+$611K	0.02%	260

Other funds holding VCRB

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

Smith & Howard Wealth Management Atlanta, Georgia $462M AUM 12.39% 1-Year Est. Return